Our Financial Consultants / Paraplanners

David Turner

Financial Consultant

David has been a Financial Adviser for over 30 years, where he has focused on advising private clients and families on their pension, investment and Inheritance Tax (IHT) planning questions. Pension advice has been a particular specialty of David’s, often associated with clients moving from the world of work into retirement. David joins Lumin after having been closely involved in the running of his own financial advice businesses for the last 15 years.

Qualifications

DipPFS Chartered Financial Planner, BA (Hons) Geography, Univ of Birmingham

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